Collapse of the Fractional Gold System

XMFSinchiruna — Thu, 18 Apr 2013 09:57:41 GMT

When the chips are down, look to Jim Sinclair:

My Dear Extended Family,

I suspect that what has just occurred is a near collapse of the fractional...

My Final Motley Fool Article

XMFSinchiruna — Fri, 29 Mar 2013 16:40:32 GMT

Well Fools, what a long strange trip it's been! :)

After 5 years of writing daily content on precious metals for The Motley Fool, the time has come for me to take another direction in my life. I wish to be 100% clear that the timing of my departure has nothing whatsoever to do with this prolonged bout of weakness for the mining equities, and that my stridently bullish long-term outlook on both the metals and t...

An Historic Opportunity: CEF Dips Below NAV

XMFSinchiruna — Wed, 20 Feb 2013 10:35:41 GMT

Do you want to pay less for a share of CEF than the value of the reliably unencumbered gold and silver bullion sitting in its vault?

Today, for the first time -- I believe -- since the October / November 2008 precious-metals trough, you have the opportunity to do just that.

Lucky you if you have some cash on the sidelines! And while you're at it:

Here is the first of what I imagine will be several installments from my conversation Friday with Silver Wheaton CEO Randy Smallwood:

http://www.fool.com/investing/general/2013/02/19/why-silver-wheatons-new-gold-streams-are-better-th.aspx

Your Questions for Silver Wheaton CEO Randy Smallwood

XMFSinchiruna — Thu, 14 Feb 2013 14:40:26 GMT

Hi Fools,

I have a brief interview scheduled for tomorrow afternoon with Silver Wheaton CEO Randy Smallwood. I will only have time for a limited number of questions, so I can only pick a couple of the best questions that you may collectively submit, but I did want to give this community an opportunity to suggest some questions that I could pose on your behalf in additions to the ones I will be formulating this...

Alexandria Minerals' global resource now 2.12 million GEOs!

XMFSinchiruna — Thu, 07 Feb 2013 10:28:10 GMT

Following a 261% increase in inferred gold resources at its flagship Akasaba property in Quebec, Alexandria Minerals now commands a very substantial 2.12 million gold-equivalent ounces in global resources across its Cadillac Break property package.

Here's a little food for thought: Alexandria Minerals has a market cap of less than $15 million for 2.12 million GEOs M&I plus Inferred. Silver Wheaton jus...

2013 Virtual Silver Investment Conference

XMFSinchiruna — Thu, 31 Jan 2013 09:18:48 GMT

I had a VERY enjoyable time attending this online conference last year, and strongly encourage investors with an interest in the silver price outlook and/or silver mining companies to register / log-in and stroll through this innovative virtual event today. The event begins in just a few minutes (at 9:30 EST), and I apologize for not posting earlier with a heads-up.

I'm digging deep into the coal market this week. Thanks for coming along:

http://www.fool.com/investing/general/2013/01/16/the-bustling-market-for-exported-us-coal.aspx

Excerpt:

"The...

Claude's On The Move

XMFSinchiruna — Wed, 16 Jan 2013 09:40:34 GMT

I think the shares of Claude Resources likely bottomed just above $0.50, and after breaking above $0.60 yesterday the stock clearly is showing some of the first signs of strength we've seen in some time. Next major resistence would be the 200-day MA at $0.70.

I love this stock, and piled into it aggressively near the bottom to reduce my cost basis and build it into my third-largest equity position.

Outlook 2013: Gold's Bull Market Still Has Legs

XMFSinchiruna — Wed, 09 Jan 2013 14:39:55 GMT

Hope you enjoy the discussion, and Happy New Year to the best investment community on the web!

http://www.fool.com/investing/general/2013/01/09/outlook-2013-golds-bull-market-still-has-legs.aspx

The Top 10 Gold Stocks for 2013

XMFSinchiruna — Thu, 27 Dec 2012 16:40:52 GMT

Let me get you started with Part 1 here, which contains picks 10 through 6.

http://www.fool.com/investing/general/2012/12/27/the-top-10-gold-stocks-for-2013-part.aspx

Part 2 will post tomorrow, at which time I'll add that link ...

Nothing Strange Here!

XMFSinchiruna — Wed, 19 Dec 2012 08:50:43 GMT

Nothing to see here, Fools! Nothing at all is out of the ordinary nor defying logic.

Or: "Pay no attention to that man behind the curtain!"

Here is a 1-week chart of the U.S. Dollar Index:

Here is a ...

The Market's $270 Million Blunder

XMFSinchiruna — Mon, 17 Dec 2012 19:57:01 GMT

In response to First Majestic Silver's announcement of a friendly, predominently share-based transaction for Orko Silver valued at $393 million, Mr. market saw fit to slice $270 million from First Majestic's market capitalization today. That laughable response opened a window of opportunity for those investors who truly understand the value of this deal. To the hedge-fund hot-shots out there who don't believe that First Majestic can unlock value...

Molycorp's Smith Heads Over the Mountain Pass

XMFSinchiruna — Wed, 12 Dec 2012 15:19:45 GMT

Say what you will of Molycorp, but there's never a dull moment. :)

http://www.fool.com/investing/general/2012/12/12/molycorps-smith-heads-over-the-mountain-pass.aspx

On a technical basis, I'm very encouraged by the pric...

On the Death of the Commodity Supercycle

XMFSinchiruna — Fri, 07 Dec 2012 13:58:05 GMT

Reminds me of the famous Mark Twain quote:

"The reports of my death have been greatly exaggerated".

http://www.fool.com/investing/general/2012/12/07/on-the-death-of-the-commodity-supercycle.aspx

I've been pretty slammed lately, between my latest trip to Mexico to tour First Majestic's mines, and authoring some research reports for the Fool, but I definitely wanted to mark the occasion this evening of the fifth anniversary of my blog here on CAPS.

No plans for a retrospective here. Instead, just a few words about some of the moves I've made lately. I've initiated a major position in Molycorp near the r...

Where Gold and Silver Mines Go to Die

XMFSinchiruna — Mon, 15 Oct 2012 07:42:11 GMT

I'm so curious to see what kind of value Mexican billionaire Carlos Slim will derive from Ocampo over the next 5-10 years. By the time gold is above $2,500, and silver over $60, I think the AuRico's mis-step in the dispensing of its flagship will be all too plain to see.

The Perfect Project for Endeavour Silver

XMFSinchiruna — Wed, 03 Oct 2012 12:55:50 GMT

I had the pleasure of returning to Guanajuato last week for my second tour of Endeavour Silver's operations in the area, which of course now include the El Cubo mine acquired from AuRico.

I hope you'll enjoy what I expect will be only the first of several write-ups to result from the experience.

I know some of you were paying attention in November 2011 when I indicated I was buying Pilot Gold shares aggressively under $1.25 per share, and hopefully some of you locked in a portion of gains near $1.75 in February 2012 when I remarked:

"No near-term projections here... stock has moved quite a bit and could either stall or continue near-term. Long-term, however, I think these guys are clearly o...

Ride This QE3 Rocket to $2,000 Gold and $50 Silver

XMFSinchiruna — Fri, 14 Sep 2012 17:55:40 GMT

I think I communicated everything I wanted to in this piece, so I'm only going to post the link here for starters, and I look forward to your thoughts.

http://www.fool.com/investing/general/2012/09/14/ride-this-qe3-rocket-to-2000-gold-and-50-silver-.aspx

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